In the final installation of this article series exploring the origins of a common industry benchmark for major gift officer portfolio size, author Juliet Carpenter shares real-world examples of organizational portfolio targets.
With career advancements and the impending $30-70 trillion wealth transfer, millennials in your database have the potential to make significant contributions to your nonprofit, both now and in the near future. Author Sarah Landman shares the defining dynamics of their giving habits and strategies nonprofits can employ to engage this influential cohort.
Despite many principal and major gifts portfolio teams following the general industry guideline of maximum prospects for a portfolio, a common conclusion is that this "one size fits all" approach doesn't cut it. In part two of this series, explore factors to consider in determining the ideal portfolio size for your organization’s gift officers.